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Axis Dynamic Equity Fund

Axis Dynamic Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

7.42

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,401 today.

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NAV Performance

Axis Dynamic Equity Fund performance graph for last 3 years
Performance of Axis Dynamic Equity Fund for last 3 Years

Fund Information

  • ₹ 13.170

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,379 Cr.

    as on 10 Jun 2021
  • 2.15%

    since 31 Dec 2020
  • 01 Aug 2017

  • Hybrid - Dynamic Asset Allocation or Balanced Advantage

  • Nifty 50

  • Axis mutual fund

    Show All Funds

Highlights of this fund

Axis Dynamic Equity Fund is an Open-ended Hybrid Fund. The fund belongs to Dynamic Asset Allocation or Balanced Advantage category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 01 Aug 2017. This fund is offered by one of the top AMC (Assets Management Company) Axis mutual fund. You can also view here all other Hybrid funds offered by Axis mutual fund.

Latest NAV of the fund is ₹ 13.170 as on 10 Jun 2021.

This fund has 3 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.15%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate capital appreciation by investing in a portfolio of equity or equity linked securities while secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation.

List of Fund Managers of Axis Dynamic Equity Fund

  • About R. Sivakumar

    Picture of R. Sivakumar
  • About Anupam Tiwari

    Picture of Anupam TiwariAnupam Tiwari is an Equity Fund Manager at Axis AMC. He joined Axis AMC in September 2016. Prior to this, he worked with Reliance Life Insurance & Principal PNB Asset Management as a Fund Manager. He started his career as an Equity Analyst with Reliance Capital AMC in 2005.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 7.59% 7.54% 22.92% 54.12% 18.14% 13.32% 14.25% 12.69% 58.58% 31.77% 21.30% 15.22% 13.70%
Category Average 3.19% 3.43% 9.28% 27.55% 11.76% 9.07% 10.01% 11.25% 23.88% 18.24% 13.55% 10.58% 11.79%
Axis Dynamic Equity Fund 3.13%₹ 10,313 2.41%₹ 10,241 7.42%₹ 10,742 22.85%₹ 12,285 19.26%₹ 13,212 9.06%₹ 11,897 13.99%₹ 27,580 7.42%₹ 12,401 10.78%₹ 42,314 - - - -
Edelweiss Balanced Advantage Fund 3.39%₹ 10,339 4.17%₹ 10,417 12.50%₹ 11,250 35.12%₹ 13,512 31.77%₹ 13,968 17.64%₹ 13,844 25.57%₹ 30,676 13.32%₹ 14,567 19.68%₹ 48,061 12.49%₹ 18,014 14.87%₹ 87,051 11.28%₹ 29,148 12.34%₹ 2,28,226
Union Balanced Advantage Fund 2.21%₹ 10,220 2.28%₹ 10,228 6.54%₹ 10,653 31.08%₹ 13,107 21.73%₹ 13,363 15.37%₹ 13,314 20.80%₹ 29,387 12.62%₹ 14,297 16.94%₹ 46,241 - - - -
HDFC Balanced Advantage Fund 7.59%₹ 10,758 6.82%₹ 10,681 22.92%₹ 12,292 54.12%₹ 15,412 58.58%₹ 15,523 13.10%₹ 12,796 31.77%₹ 32,383 12.45%₹ 14,231 21.30%₹ 49,154 14.25%₹ 19,471 15.22%₹ 87,805 11.71%₹ 30,293 13.70%₹ 2,45,381
Aditya Birla Sun Life Balanced Advantage Fund 3.62%₹ 10,362 5.33%₹ 10,533 10.54%₹ 11,053 34.79%₹ 13,479 30.94%₹ 13,919 13.77%₹ 12,947 22.21%₹ 29,766 11.42%₹ 13,844 16.76%₹ 46,120 11.77%₹ 17,450 12.20%₹ 81,502 - -
ICICI Prudential Balanced Advantage Fund 2.98%₹ 10,298 3.51%₹ 10,351 10.27%₹ 11,026 33.14%₹ 13,314 27.80%₹ 13,731 13.22%₹ 12,823 20.57%₹ 29,325 11.26%₹ 13,786 16.03%₹ 45,647 11.43%₹ 17,185 12.40%₹ 81,912 12.69%₹ 33,057 12.56%₹ 2,30,849

Portfolio Holdings

Portfolio holdings pattern of Axis Dynamic Equity Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    68.54%
  • Debt Holdings:

    15.04%
  • Others Holdings:

    32.35%

Top Sector Holdings of Axis Dynamic Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.23% ₹ 203.64 Cr.
Computers - software 11.82% ₹ 165.77 Cr.
Housing finance 5.08% ₹ 67.88 Cr.
Refineries/marketing 5.07% ₹ 67.79 Cr.
Nbfc 4.55% ₹ 60.79 Cr.
Others 58.25% -

Top Stock Holdings of Axis Dynamic Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 6.44% ₹ 86.03 Cr.
Tata Consultancy Services Ltd. 5.68% ₹ 75.88 Cr.
Infosys Ltd. 5.46% ₹ 73.00 Cr.
ICICI Bank Ltd. 5.20% ₹ 69.57 Cr.
Housing Development Finance Corporation Ltd. 5.08% ₹ 67.88 Cr.
Others 72.14% -

Top Debt Instrument Type holdings of Axis Dynamic Equity Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 15.04% ₹ 200.81 Cr.
Others 84.96% -

Top Debt Holdings of Axis Dynamic Equity Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Power Finance Corporation Ltd. 6.83% ₹ 91.15 Cr.
Bond - Rural Electrification Corporation Limited 3.91% ₹ 52.24 Cr.
Bond - National Highways Authority of India 1.64% ₹ 21.92 Cr.
Bond - Indian Railway Finance Corporation Ltd. 0.78% ₹ 10.47 Cr.
Bond - Nirma Ltd. 0.74% ₹ 9.88 Cr.
Others 86.10%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 16.23%
TREPS 10.58%
FD 5.54%